Compare AU
Compare MOAT vs. SKUK
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MOAT and SKUK. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | SKUK | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 522 | 6 |
Median incremental investment | $1,000.00 | $502.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,422.99 | $828.72 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | SKUK | |
---|---|---|
Strategy | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. | SKUK.AX was created on 2023-11-01 by Hejaz . The fund's investment portfolio concentrates primarily on target outcome asset allocation. To achieve a (total) return at least equal to movements in the Benchmark over a rolling 5to 7-years timeframe through exposure to a diversified equities portfolio of shariah complaint investments |
Top 3 holdings | Salesforce Inc (3.26 %) Bristol-Myers Squibb Co (2.95 %) Autodesk Inc (2.90 %) | Hejaz Sukuk Active ETF (Managed Fund) (100 %) |
Top 3 industries | Health Care (38.79 %) Other (23.89 %) Information Technology (21.95 %) | |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | |
Management fee | 0.49 % | 1.33 % |
Key Summary
MOAT | SKUK | |
---|---|---|
Issuer | VanEck | Hejaz |
Tracking index | Morningstar Wide Moat Focus Index - AUD | Bloomberg Global Aggregate USD Sukuk Index - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.49 % | 1.33 % |
Price | $134.03 | $1.07 |
Size | $1.072 billion | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 3.81 % | 0.30 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 31/10/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | SKUK | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 522 | 6 |
Median incremental investment | $1,000.00 | $502.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,422.99 | $828.72 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | SKUK | |
---|---|---|
Pros |
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Cons |
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MOAT | SKUK |
---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |